Guides: analysing your portfolio with Trade Republic & Co.
Practical guides to the questions that come up when you analyse your own portfolio: from the CSV export to the right return metric to checking your annual tax statement.
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Trade Republic CSV Export: Export and Analyze Your Transactions
Export your Trade Republic transactions as CSV: step-by-step guide, column overview, common pitfalls and how to analyze the file for free with Trade Checker.
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Trade Republic Return: Reading the Percentage Correctly
Why the Trade Republic app shows a misleading return with multiple deposits, and how to calculate XIRR, TWR, and a free MSCI World benchmark comparison.
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Trade Republic Taxes and the Vorabpauschale, Step by Step
Which tax entries appear in your Trade Republic export, how the German loss pots and Vorabpauschale work, and how to check them against your tax certificate.
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Trade Republic Dividends: Overview, Calendar and Forecast for Your Portfolio
Trade Republic only lists dividends one by one. See gross and net in the CSV export, and get a yearly overview, calendar, forecast and yield on cost.
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Understand and calculate the 2026 advance lump sum at Trade Republic
What the advance lump sum is, how Trade Republic deducts it in January, how it appears in the CSV export, and how to verify it yourself with the calculator.
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Portfolio Trackers Compared: Portfolio Performance, getquin, Parqet and Trade Checker
Portfolio Performance, getquin, Parqet or Trade Checker: a fair comparison by price, platform, data source, metrics and German tax logic to help you choose.
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How these guides are written
Every article answers a question that actually came up while analysing a real portfolio, and it is checked against real broker exports instead of assembled from generic explainers. Figures and deadlines carry a source, listed below the article, usually the statute itself or the provider's own documentation. Each article shows its publication and its update date, so you can see how fresh a statement is. A named person is accountable for it, not an anonymous editorial team. The tax articles describe the German rules for private investors and do not replace advice from a tax adviser.
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Upload your CSV export and Trade Checker calculates returns, dividends and taxes for you. Free, with no bank login.
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